TERMS & CONDITIONS

Terms & Conditions

Effective Date: January 1, 2026

Company Name: Generational Wealth Plan LLC
Owners / Co-Founders: Pierre J Rizk & Matisse FitzpatrickPhone: (786) 723-7709
Email:
team@generationalwealthplan.org
Address: 465 Brickell Ave, Unit 1602, Miami, FL 33131, United States

Website:
www.generationalwealthplan.org These Terms and Conditions (“Terms”) govern your use of the Generational Wealth Plan LLC website and services. By accessing our website or engaging our financial advisory services, you agree to comply with these Terms. If you do not agree, please refrain from using our services or website.Generational Wealth Plan LLC provides personalized financial advisory services, including but not limited to real estate investment strategies and trust and wealth structuring. All services are provided based on individual client goals and financial circumstances.While we strive to provide professional and strategic guidance, financial outcomes may vary due to factors beyond our control. Generational Wealth Plan LLC does not guarantee specific results, returns, or financial outcomes.Our services are intended for individuals aged eighteen (18) or older.
By using our services, you represent that you meet this age requirement and that all information you provide is accurate, current, and complete.Clients are responsible for providing accurate and complete financial information necessary for tailored advice. Clients agree to act in good faith, disclose relevant financial information, and consult licensed legal, tax, or accounting professionals when appropriate. Our services do not replace legal, tax, or accounting advice.Fees for services are outlined in a separate engagement agreement and may vary depending on the scope of services provided.
Clients are responsible for paying all agreed-upon fees. Failure to pay may result in suspension or termination of services.All content on the Generational Wealth Plan LLC website, including text, graphics, logos, and materials, is the exclusive property of Generational Wealth Plan LLC. Unauthorized use, reproduction, or distribution is strictly prohibited.Generational Wealth Plan LLC is not liable for financial losses, investment decisions, market fluctuations, external economic conditions, or technical issues related to website access or performance. In no event shall Generational Wealth Plan LLC or its representatives be liable for indirect, consequential, punitive, or special damages.Information provided on our website is for general informational purposes only and does not constitute professional advice. Financial decisions should not be made solely based on website content.Our website may contain links to third-party websites. Generational Wealth Plan LLC does not control or endorse these sites and is not responsible for their content or privacy practices.Your use of our website and services is subject to our Privacy Policy. By using our services, you consent to the collection and use of information as described therein.Generational Wealth Plan LLC reserves the right to suspend or terminate services at any time for violations of these Terms. Termination does not relieve clients of any outstanding payment obligations.These Terms shall be governed by and construed in accordance with the laws of the State of Alabama, without regard to conflict of law principles. Generational Wealth Plan LLC reserves the right to modify these Terms at any time. Changes become effective immediately upon posting, with an updated effective date.If you have any questions regarding these Terms, please contact:

Generational Wealth Plan LLC
Phone: (786) 723-7709
Email:
team@generationalwealthplan.org
Address: 465 Brickell Ave, Unit 1602, Miami, FL 33131, United States